Planned Giving

Planned gifts provide flexible strategies for your estate. Certain gifts provide immediate income to you while others are outright gifts specified in your will or through beneficiary designation. Many of the options may reduce your taxes. Your financial adviser and legal counsel will be able to address the question of how to maximize your gift.

Simple steps you can take today to ensure our tomorrow:

Name Anderson Foundation for Autism as a beneficiary of a portion of, or entire:

  • Life Insurance Policies
  • 401(k) retirement plan
  • 403(b) retirement plan
  • Individual Retirement Plan (IRA)
  • Annuities

Execute a Transfer on Death Designation in favor of Anderson Foundation for Autism for your:

  • Investment Account
  • Bank Account or Certificate of Deposit (CD)
  • Stocks/Bonds

Other ways in which you can benefit Anderson through planned giving:

Name Anderson Foundation for Autism as a beneficiary of a set dollar amount or percentage of your:

  • Estate in your Last Will and Testament
  • Trust in your Trust Agreement
  • Child's Third Party Supplemental
  • Needs Trust or For Benefit Trust (remainder beneficiary)
  • Establish a Charitable Remainder Trust or a Charitable Gift Annuity

Our development office can help you explore options available to meet your family's financial needs and support your favored charity at the same time. Contact us at (845)889-9594 to learn more.